Case Studies

These case studies illustrate the complexities, risks and opportunities advisors are now facing when dealing with the real-world challenges of managing life insurance assets.

Refinancing Life Insurance to Repay a Split Dollar Liability

Resolving the Risks of Estate Liquidity and Advisor Liability

Financed Life Insurance - Two Years Later: Analyzing the Options Once the First Two Years Are Up

Accumulating Additional Insurance to Augment a Balanced Family Asset Structure

Rebalancing Insurance Assets to Mitigate Risk and Support Trust Objectives




Topics presented herein may also involve tax, legal, accounting or other issues. Neither The Insurance Design Center, LLC, nor any of its consultants, advisors, employees or insurance affiliates are in the business of offering such advice. The Insurance Design Center, LLC is licensed with the State of Illinois Division of Insurance and provides services in the capacity of an Insurance Consultant only. The information contained herein is not intended to constitute an offer to sell or a solicitation in connection with any product or strategy. Investment advisory services offered through M Holdings Securities, Inc., a registered investment adviser.

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